iA CONNECTED

Over the past few months, the asset allocation team at iA Global Asset Management (iAGAM) has made changes to the underlying funds of its managed solutions.

Surprisingly, 52% of Canadians don’t have a retirement plan, and 31% of baby boomers¹ don’t know what percentage of their current income they will need in retirement². Knowing that, your guidance in helping clients come up with a retirement plan couldn’t be more invaluable.

Make Genesis your UL of choice: reduced level insurance costs and modified surrender charge period for yearly renewable term (YRT) insurance costs. Also discover the brand new product brochure!

Our term life insurance lineup combines flexibility, easy renewal, instant decision up to $2M, and much more! Find out what’s made us an industry leader in term life insurance and share the benefits with your clients. 

A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.

Governing Council decided to hold the policy rate at 5% for a sixth consecutive time since July and to continue to normalize the Bank’s balance sheet.

A support service for advisors with clients who require more complex financial strategies in terms of sales concepts and tax optimisation of individual insurance and savings products.

In order to adapt our offering to today’s economic context and the changing financial reality of clients, we are significantly increasing the maximum disability and overhead expense benefit amounts under our Superior Program and Universal Loan Insurance.

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

Did you know that a large proportion of total savings contract withdrawals are made by clients aged between 50 and 70? This segment of your clientele is highly solicited by the competition because of their high level of assets. What can you do about it?